Trifecta Capital Advisors, LLC
Position in SPG — Simon Property Group Inc.
CIK 1962615
NORTHBROOK, IL
Position in SPG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,460
-$9,276 QoQ
Shares Held
11
-85.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,327
of 1,353 holders
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Trifecta Capital Advisors, LLC holds $2,831 across 2 REIT - Retail names. SPG ranks #1 (86.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
11 | $2,460 | |
| 2 | O |
Realty Income Corp
|
6 | $371 |
All Filings in SPG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,460 | 11 | Shares | Sole | 2026-08-03 | |
| 2024-03-31 | $11,736 | 75 | Shares | Sole | 2024-04-16 | |
| 2023-09-30 | $7,346 | 68 | Shares | Sole | 2023-11-01 | |
| 2023-03-31 | $41,428 | 370 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $39,355 | 335 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||